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Ranked On: 28 March 2024

Fund Name BMSMONEY Rank Rating 1Y (R) 3Y (R) 5Y (R) 7Y (R) 10Y (R) 1Y (D) 3Y (D) 5Y (D) 7Y (D) 10Y (D) Std. Dev. Max Drawdown VaR 1Y 95% Jensen's Alpha Beta Sortino Ratio Sharpe Ratio
Aditya Birla Sun Life Ps… -
94.89% 45.14% % % % 97.67% 47.38% % % % 19.65% -11.13% -14.39% -0.94% 0.94 1.05 1.58
Invesco India Psu Equity… -
86.58% 39.49% 28.24% 17.59% 19.75% 89.09% 41.44% 29.90% 19.22% 21.52% 17.92% -10.91% -16.99% -0.63% 0.82 0.90 1.48
Sbi Psu Fund -
94.81% 42.69% 25.35% 14.40% 14.91% 97.00% 44.25% 26.51% 15.43% 15.79% 20.35% -9.88% -20.81% -4.06% 0.95 0.86 1.40

Return Calculated On: 02 May 2024

Ratios Calculated On: 28 March 2024





Monthly SIP of Rs. 1,000 for 1Y.
LumpSum Investment 1,000 * 1Y * 12 Months.



Monthly SIP of Rs. 1,000 for 1Y.
LumpSum Investment 1,000 * 1Y * 12 Months.

Fund Name 1Y
Invested Amount: 12,000
3Y
Invested Amount: 36,000
5Y
Invested Amount: 60,000
7Y
Invested Amount: 84,000
10Y
Invested Amount: 1,20,000
15Y
Invested Amount: 1,80,000
LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP
Aditya Birla Sun Life Psu Equity Fund 23386.8 18248.5 110059.2 75746.59
Invesco India Psu Equity Fund 22389.6 17694.77 97704.0 71314.16 208140.0 151241.04 261080.4 231990.78 727956.0 389671.56
SBI Psu Fund 23377.2 18347.95 104598.0 75223.37 185712.0 157477.08 215342.4 226743.89 481668.0 347393.52

Fund Name 1Y
Invested Amount: 12,000
3Y
Invested Amount: 36,000
5Y
Invested Amount: 60,000
7Y
Invested Amount: 84,000
10Y
Invested Amount: 1,20,000
15Y
Invested Amount: 1,80,000
LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP
Aditya Birla Sun Life Psu Equity Fund 23720.4 18401.47 115250.4 77687.93
Invesco India Psu Equity Fund 22690.8 17832.05 101862.0 73016.5 221964.0 157412.82 287515.2 244971.97 842748.0 423601.8
SBI Psu Fund 23640.0 18472.2 108050.4 76672.15 194418.0 162282.96 229378.8 235426.97 519720.0 364804.92

Fund Name VaR 1 Y 95% Max Drawdown % Average Drawdown % Standard Deviation % Semi Deviation %

Aditya Birla Sun Life Psu Equity Fund

-14.39 -11.13 -3.74 19.65 12.86

Invesco India Psu Equity Fund

-16.99 -10.91 -4.46 17.92 12.29

Sbi Psu Fund

-20.81 -9.88 -4.93 20.35 13.58

Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return

Aditya Birla Sun Life Psu Equity Fund

1.58
1.05
1.92
0.40
-0.94
0.94
0.95
3.13
-3.6525

Invesco India Psu Equity Fund

1.48
0.90
1.72
0.39
-0.63
0.82
0.88
3.01
-8.4070

Sbi Psu Fund

1.40
0.86
1.91
0.38
-4.06
0.95
0.90
2.89
-6.3571

As On: 02 May 2024
Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Psu Equity Fund
0.00%
1.70%
6.63%
9.15%
62.82%
94.89%
45.14%
%
%
%
%
Invesco India Psu Equity Fund
0.00%
2.32%
6.47%
13.20%
56.82%
86.58%
39.49%
28.24%
17.59%
19.75%
%
SBI Psu Fund
0.00%
2.03%
8.58%
10.70%
63.23%
94.81%
42.69%
25.35%
14.40%
14.91%
%

As On: 02 May 2024
Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Psu Equity Fund
0.00%
1.72%
6.74%
9.53%
63.93%
97.67%
47.38%
%
%
%
%
Invesco India Psu Equity Fund
0.00%
2.34%
6.59%
13.56%
57.81%
89.09%
41.44%
29.90%
19.22%
21.52%
%
SBI Psu Fund
0.00%
2.05%
8.68%
11.01%
64.15%
97.00%
44.25%
26.51%
15.43%
15.79%
%

As On: 02 May 2024
Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Psu Equity Fund
108.54%
54.81%
%
%
%
%
Invesco India Psu Equity Fund
98.07%
49.84%
38.01%
28.57%
22.28%
%
SBI Psu Fund
110.43%
54.23%
39.77%
27.92%
20.16%
%

As On: 02 May 2024
Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Psu Equity Fund
111.45%
56.92%
%
%
%
%
Invesco India Psu Equity Fund
100.65%
51.77%
39.75%
30.12%
23.83%
%
SBI Psu Fund
112.80%
55.82%
41.08%
28.99%
21.06%
%